See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JORDAN & ASSOCIATES RETIREMENT SVCS Service code 49 · EIN 68-0369583 | Other Services | $40,604 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $27,533 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE Service code 33 · EIN 20-0937408 | Securities brokerage | $5,279 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,828 | $64,286-61.4% | $90,951-72.7% | $73,409-66.2% |
| Participation rate | 83.3% | 63.6%+19.7pp | 69.0%+14.3pp | 72.2%+11.1pp |
| Annual return | 10.60% | 21.45%-10.9pp | 134.60%-124.0pp | 59.29%-48.7pp |
| Employer contribution / active EE | $1,002 | $895+12.1% | $2,122-52.8% | $2,234-55.1% |
| Participant deferral / active EE | $2,123 | $2,453-13.4% | $3,373-37.0% | $3,805-44.2% |
| Admin fee / account holder | $76 | $287-73.7% | $5,959-98.7% | $158-52.2% |